SEM
Select Medical·NYSE
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SEM fundamentals
Select Medical (SEM) released its earnings on Oct 30, 2025: revenue was 1.36B (YoY -22.73%), beat estimates; EPS was 0.23 (YoY -54.00%), beat estimates.
Revenue / YoY
1.36B
-22.73%
EPS / YoY
0.23
-54.00%
Report date
Oct 30, 2025
SEM Earnings Call Summary for Q3,2025
- Regulatory Relief Boosts Margins: CMS' 20% transmittal rule deferment added $12-15 million to Q3 EBITDA, mitigating high-cost outlier impacts.
- Strong Development Momentum: 395 new beds in inpatient rehab by mid-2027, including 76-bed Jersey City hospital, support 7% revenue growth.
- Outpatient Challenges: Medicare cuts and payer mix shifts reduced outpatient EBITDA margin to 7.4%, but 2026 rate increases and productivity improvements aim to stabilize margins.
- Financial Discipline: 3.4x net leverage and $175 million cash flow support dividend payments and strategic growth.
EPS
Revenue
Revenue & Expenses
SEM has released its 2025 Q3 earnings report, with revenue of 1.36B, reflecting a YoY change of 7.22%, and net profit of 44.18M, showing a YoY change of -45.47%. The Sankey diagram below clearly presents SEM's revenue sources and cost distribution.
Key Indicators
Select Medical (SEM) key financial stats and ratios, covering profitability, financial health, and leverage.
Select Medical (SEM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Select Medical (SEM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
Select Medical (SEM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Breakdown
Where does Select Medical (SEM) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
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Track Select Medical (SEM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What were the key takeaways from Select Medical’s earnings call?What is the revenue and EPS growth rate for Select Medical year over year?What does Select Medical do and what are its main business segments?Did Select Medical beat or miss consensus estimates last quarter?What factors drove the changes in Select Medical's revenue and profit?What is the market's earnings forecast for Select Medical next quarter?What is Select Medical's latest dividend and current dividend yield?What guidance did Select Medical's management provide for the next earnings period?
